Manager Trusts and Inheritance Tax - London, United Kingdom - Pro-Tax Recruitment

Pro-Tax Recruitment

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Trust and IHT Manager opportunity with an award-winning Private Wealth Tax advisory business. Join a great team and work with some very high profile HNWI and UNWI individuals.

You will be responsible for:

Responsible for all IHT and trust advisory matters of the clients, working with Directors/Principals/Partners. Advise on a range of tax matters, succession planning and restructuring projects in the UK, as well as preparing complex UK tax computations andreturns
Manage a portfolio of clients including control of billings, and identification of opportunities to improve recoveries, together with cash collection.
To assist the trainees with technical and procedural matters which will enable them to develop supervisory skills
Develop professional relationships with clients, intermediaries and within the Firm and adapt the approach for the relevant audience.
Meet and communicate in writing / orally with clients, intermediaries and HMRC
To ensure assignments are completed within agreed budgets and keep client / Partner informed of overruns
Identify risk and technical matters, as well as business development opportunities, to the Manager/ Partner, whilst exercising judgement within agreed parameters
Ensure that the firm's quality control procedures are adhered to as appropriate
Participate in business development activity relating to new work as requested

- _____